Jack Patrick Mccaddon

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 12/2016
  Northwestern Mutual
  Denver, CO
• 12/2016 → 01/2017
  Pruco Securities
  Englewood, CO
• 08/2020 → 02/2026
  Maia Wealth
  Denver, CO
• 03/2017 → 08/2020
  Colorado Wealth Group (Mml Investors Services)
  Denver, CO
• 02/2026 → Present
  Compound Planning, Inc.
  New York, NY

Previous Registrations

• 2020-08-11 → 2026-02-02
  Maia Wealth
  Denver, CO

Other Businesses

Licensed insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-03
• S63 Uniform Securities Agent State Law Examination
  2016-08-09

Other Names

• Jack Patrick Mccaddon
• Jack Mccaddon